Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Before joining Savant, he worked at Heritage Financial Services and held various roles in public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Jackson Rajchel is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. He has recently begun his career in financial advisory with prior experience at Goldman Sachs & Co. LLC and Pioneer Bank. Outside of finance, his background includes work in the food service and landscaping industries. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized teams and integrates capabilities from across the Goldman Sachs ecosystem.

Bridget Holbrook is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Cameron Loomis is a financial advisor at TIAA-CREF based in Cambridge, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at the Hutkins Family and European Wax Center. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and serves as adviser to a donor-advised fund while utilizing affiliated investment options.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.

Richard Rodeschini is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, NYLIFE Securities LLC, New York Life Insurance Co., and New York Private Trust Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

William Smiegal is a CFP® with 10 years of experience, currently working at The Colony Group, LLC since 2016. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Boston, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, utilizing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is also active as an insurance producer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Ngan Wedemeier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at Empower Financial Services since 2022 and previously held roles at Citizens Securities and Ameriprise Financial Services. Wedemeier was also involved with the Walton School PTO from 2010 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Moraes is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior experience includes six years with Exit Strategies Group, LLC. Moraes is also involved in insurance brokering through various outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services with an emphasis on tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Ryan Brenneman is a financial advisor with Empower Advisory Group in Ipswich, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, CONCOURSE FINANCIAL GROUP, Protective Life Insurance Company, GWFS equities, and Four Seasons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates over short-term forecasts.

Eric Kellar is a financial advisor at Valic Financial Advisors with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Valic in 2026, he worked at firms including AllSourcePPS, Inc., NORC at the University of Chicago, and Integrated Resources, Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using a technology-driven platform, supported by a large network of advisors.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Bruce Goodman is a financial advisor at Hightower Advisors with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Shepherd Financial Partners, Bickling Financial Services, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in selling and servicing life, health, and disability insurance. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diversified investment strategies.

Steven Rugo is a financial advisor with Empower Advisory Group in Wakefield, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at GWFS Equities, Inc. since 2018 and John Hancock Distributors, LLC from 2014 to 2018. Outside of investment-related activities, he owns and operates an investment property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Sullivan is a CFP® certificant based in Boston, MA, with 10 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and has previously been associated with The Colony Group, Ballentine Partners, Citizens Securities, and Fidelity Brokerage Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio construction framework, utilizing both fundamental and quantitative analysis.